| Name | Title | Ownership | Since |
|---|---|---|---|
| Aimee Hayden Baehr | Chief Compliance Officer | 5-10% | 2014 |
| Total Alignment Wealth Advisors, LLC Control | Member | Over 75% | 2013 |
| Ta Members, LLC Control | Member | 50-75% | 2013 |
Ta Capital Management, LLC reports $343.9 million in regulatory assets under management on its Form ADV.
Ta Capital Management, LLC reports 3 employees.
Ta Capital Management, LLC is based in Sewell, NJ and has been SEC-registered since 2013.
Ta Capital Management, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 123 Egg Harbor Rd Unit 506, Sewell, NJ 08080 |
| Phone | 6462905660 |
| Office hours | 9:00 a.m. - 5:00 p.m. |
| SEC region | New York Regional Office (NYRO) |
| Discloses disciplinary history | No |
| Discretionary | $99.7M |
| Non-discretionary | $244.2M |
| Total (RAUM) | $343.9M |